Global Tax Co Op

Wellington Management Co; Boston (MA); Hybride; USD 26 000 - 48 000; Temps partiel

Résumé du poste

Wellington Management in Boston is offering a Global Tax Services Co-op. You will be an appreciated member of our team, focusing on the taxation of financial products and gaining exposure to accounting, financial reporting, and client service.

During six months you will build hard analytical and data-centric skills while developing soft skills. Prior experience is less important than curiosity and a strong work ethic.

Qualifications

• Proficiency in Microsoft Excel is required.
• Knowledge of PowerPoint and Word preferred.
• Data analytics skills and Python knowledge are a plus.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Independent thinker with a strong desire for on-the-job learning.
• Good sense of humor.

Responsabilités

• Assist with the preparation and review of federal, state and local tax returns for partnerships and corporations.
• Assist with notices and inquiries from tax authorities.
• Conduct tax and investment-related research using online references.
• Research federal, state, and local tax laws.
• Liaise with members of Wellington's broader finance team and other business lines.
• Assist with workflow and data management and other projects across Global Tax Services.

Connaissances

Excel

PowerPoint

Word

Python

Data analytics

Communication

Organization

Independent thinking

Humor

Description du poste

WELLINGTON MANAGEMENT

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.

As an Equal Opportunity Employer, we are committed to attracting and welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

JOB TITLE

Global Tax Co Op

POSITION

As the Co-op for the Global Tax Services, you will be an appreciated member of our team. Fundamentally, we specialize in the taxation of financial products, but we are a springboard to positions in accounting, financial reporting, business services, legal, client service, and of course, investment product management. In six-months you will understand how tax is the intersection of these other positions and have the opportunity to network across other areas of the firm. Our team looks to build in you hard analytical & data-centric skills while fostering soft skills essential for professional development. You will find the work challenging but varied, tactical yet multi-disciplinary. Our goal is to start basic then build knowledge and fluency with quality work ethic comes robust job experience. Prior experience is less important than curiosity and a strong desire to build skills through a demonstrated strong work ethic.

RESPONSIBILITIES

• Assist with the preparation and review of federal, state and local tax returns for partnerships and corporations.
• Assist with notices and inquiries from tax authorities.
• Conduct tax and investment-related research using online references.
• Research federal, state, and local tax laws.
• Liaise with members of Wellington's broader finance team and other business lines.
• Assist with workflow and data management and other projects across Global Tax Services.

QUALIFICATIONS

• Proficiency in Microsoft Excel is required.
• Working knowledge of Microsoft Power Point and Word is preferred.
• Data Analytic skills and experience with Python and similar languages a plus.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Independent thinker with a strong desire for active learning on the job.
• Great sense of humor.

APPLICATION CALENDAR / START DATE

The anticipated start date for accepted candidates is December 2026/January 2027.

EMPLOYMENT ELIGIBILITY

Only Northeastern University students are eligible for this program.

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs.

LOCATION

280 Congress.

COMPENSATION

Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits.

• The base salary range for this position is: $19-$35 per hour.
• Base salary is only one component of Wellington's total compensation approach.
• Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

BENEFITS

In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

• Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
• Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

WORK AGENDA / FLEXIBILITY

Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

ABOUT US

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.

For more information, please visit https://www.wellington.com/en/.